2023 yielded strong investment returns – both for myself and past attendees of my Investment Academy.
We’ve made 8-22% in Core ETFs, even higher double-digits in specific sectors / stocks, and between 12-60% in Options.
But 2023 is no one-off. Over the long run, incredible returns have always been there.
Not just for the pros. Consistent returns are there for anyone who knows how …
One thing the Pros do that others don’t (but easily could)
Gone are the days of an ‘information advantage’ or investment secrets.
The real reason Pros can sustain long-term returns is by having the right set-up. That’s it. No mysteries.
Luckily anyone can replicate such a set-up, with ease.
Think about building a house …
When building a new house you wouldn’t start with buying the finishings, right? A solid house starts with the right foundations and structure.
Similarly, we shouldn’t build a portfolio with a mish-mash of unrelated shares (or coins) discovered in random articles.
Instead, we first set-up our core portfolio foundations and structure. That creates a balanced portfolio providing diversification, consistency, low taxes and fees.
Adding a passive income stream (Options, Dividends, REITs) not only provides immediate cashflow, but also stability – like a steady ship in stormy waters.
The core portfolio structure is permanent (set-and-forget) and those shares / coins (the finishing) can later be added, and replaced, as required.
Learn more on our Investment Academy: Step-by-Step
- Tools to define your Risk Profile to help you design the investment strategy that’s right for you and your family
- A practical exercise to understand how diversified you are – or not – and targeting a more balanced portfolio
- Learning how to select the right low-cost platforms
Creating a tax-free wrapper - Evaluating your existing pensions or managed funds to see if they’re performing as they should be
Knowing exactly the fees you’re paying your pension scheme, IFA or managed fund provider - Learning how to identify appropriate set-and-forget ETFs & funds to match your personal risk profile
A 101 on Satellite investments (REITs, Gold, Commodities, Oil) - Creating a passive income stream (Options, Dividends, REITs) – for a steady ship during stormy waters.
Always Remember:
- Time in the Markets always beats timing the markets
- Stay Diversified
- Minimise those leakages: Fees, Inflation, and Taxes
- Financial Markets are a great source of recurring income
- ETFs, Balanced Funds and Options achieve all the above
- Being educated helps you outperform 99% of the population
… to ensure your investments work for YOUR financial freedom (not someone else’s)
Thousands of people have learnt how to diversify and pound-cost-average into low-cost, set-and-forget ETFs & Funds for inflation-beating growth. And Options to create recurring income.
Click here to learn about our Investment Academy
Finally …
– Don’t take the above as advice as it may not apply to you personally
– Your Capital is at Risk
– You may not be covered by the FSCS
– Anything mentioned in a podcast or in a previous article was valid at that time and may not continue to be now
